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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Own Your Tools is built for the owner-operator running a trade shop of 1 to 10 people: HVAC, plumbing, electrical, landscaping, roofing, painting and general contracting. If you're on Jobber or Housecall Pro and the bill climbs every time you hire, or you're still running jobs off paper and a spreadsheet, this is for you. Most software in this space bills you every month, forever. We do it the other way. Pay once and own it, or pay it off over 12 months. Ten seats on one license, no per-user fees. After the first year, an annual platform fee covers hosting, security and updates, capped at $99 a year for the life of your license. It runs the money path start to finish: lead, proposal, job, invoice, paid. Scheduling, a job map that optimizes up to 10 stops, a lead pipeline, proposals, invoicing, a customer portal, inventory with bundles, job-site forms with signatures, expenses, GPS mileage, reports including a Schedule C tax summary, team management and team chat. Your customers pay invoices by card through the portal, straight into your own Stripe account. We don't take a cut. Works offline once a device has signed in and synced. Bring your customers over from Jobber, Housecall Pro, QuickBooks or a spreadsheet, and export everything any time in one click. Support is by email, answered within 4 business days, with no time limit. 60-day money-back guarantee. If we ever shut down, your app keeps working on your devices, your data exports with photos, and the source code is released. It's in our Terms. Built in North Idaho by two founders who have done the work. Try it free for 30 days, no card.

Description

Planlined helps employee-benefits brokers and general-agency service teams prepare benefit proposals and employer presentations from carrier quotes, SBCs, invoices and rate sheets. Compare received plans, model contributions and scenarios, and create branded client proposals and employee benefit guides from a reviewed case. Verify extracted fields against the original files; values, qualifiers and source-page links can be incomplete and need correction or manual entry. Team access, cross-brokerage sharing, multiple brands, API permissions and connectors require workspace confirmation. The full-feature trial lasts 7 days and requires a card. Professional bills $75/month afterward unless canceled first. Professional costs $75/month or $744/year ($62/month billed annually), including up to five seats sharing 250 AI credits per month. Paid cases and exports are unlimited; AI processing has a separate allowance. Launched as BART in 2025.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Google Maps Yes 
Stripe Yes 

Integrations

Google Calendar No 
Google Maps No 
Stripe No 

Pricing Details

$490 one-time
$490 once (founding price for the first 25 shops, then $700), or $49 a month for 12 months ($588 total) and then it's yours. Up to 10 seats on one license, no per-user fees. First year of hosting included; after that an annual platform fee covers hosting, security and updates, capped at $99 a year for the life of your license. 60-day money-back guarantee. 30-day free trial, no card.
Free Trial Yes 
Free Version No 

Pricing Details

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Own Your Tools

Founded

2026

Country

Moscow, Idaho, United States

Website

ownyourtools.work

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking No 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

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